+103.3%
EMR vs FIVN
-56.5%
+159.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.4% |
| 7D | +2.8% | -2.8% | +5.7% | +3.2% |
| 30D | +3.7% | -17.4% | +21.1% | +5.9% |
| 3M | +2.0% | -19.2% | +21.2% | +4.1% |
| 6M | +22.1% | +29.4% | -7.2% | +15.1% |
| YTD | +27.2% | +36.3% | -9.0% | +16.8% |
| 1Y | +32.0% | +33.5% | -1.4% | +21.5% |
| 3Y | +103.3% | -56.8% | +160.1% | +119.1% |
| All | +103.3% | -56.5% | +159.7% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling